1098 Mortgage Interest Statement1098 Mortgage Interest Statement
Alternative Minimum Tax (AMT)Alternative Minimum Tax (AMT)
Capital Gains TaxCapital Gains Tax
Capital LossCapital Loss
Child Tax CreditChild Tax Credit
Child and Dependent Care CreditChild and Dependent Care Credit
DependentDependent
Earned Income Tax Credit (EITC)Earned Income Tax Credit (EITC)
Estate TaxEstate Tax
Form 1040Form 1040
Income TaxIncome Tax
Itemized DeductionItemized Deduction
Standard DeductionStandard Deduction
Tax BracketTax Bracket
Tax CreditTax Credit
Tax DeductionTax Deduction
Tax FilingTax Filing
Tax Filing DeadlineTax Filing Deadline
Tax Filing ExtensionTax Filing Extension
Tax LiabilityTax Liability
Tax Loss HarvestingTax Loss Harvesting
Tax RefundTax Refund
Tax Refund Anticipation LoanTax Refund Anticipation Loan
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Tax WithholdingTax Withholding
W 9 FormW 9 Form
W-2W-2
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Capital Gains Tax

Definition

A tax on profits from selling investments like stocks or property. Rates depend on how long you held the asset and your income level.

What to consider

  • Plan your investments with taxes in mind to minimize surprises.
  • Consider how long you hold an asset, as it can change your rate.
  • Keep good records of your purchase prices and dates.

Real world scenarios

  • Yvonne sells an investment property at a profit, triggering capital gains tax based on how long she owned it.
  • Nate waits over a year to sell his stocks, securing a lower long-term capital gains tax rate.
  • Planning asset sales in different tax years helps Brianna manage or minimize capital gains liability.

Related terms

Tax Bracket
1098 Mortgage Interest Statement
Income Tax
Tax Refund
W 9 Form

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